1,387 hedge funds and large institutions have $69B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 453 increasing their positions, 520 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+117
Holders Change %
+9.21%
% of All Funds
20.33%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
225
Increased
453
Reduced
520
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
476
Kestra Private Wealth Services
Texas
$4.03M +$50K +86 +1%
CI
477
CX Institutional
Indiana
$4.03M -$135K -232 -3%
P
478
Pitcairn
Pennsylvania
$4.03M -$585K -1,006 -13%
RGI
479
River Global Investors
United Kingdom
$3.99M -$551K -947 -12%
HAI
480
Hennessy Advisors Inc
California
$3.98M +$16.9K +29 +0.4%
Envestnet Portfolio Solutions
481
Envestnet Portfolio Solutions
Illinois
$3.93M -$14.5K -25 -0.4%
CG
482
Castellan Group
Kentucky
$3.89M +$352K +605 +10%
IC
483
IEQ Capital
California
$3.88M +$391K +672 +11%
IP
484
Intellectus Partners
California
$3.87M -$6.98K -12 -0.2%
SFS
485
Strategic Financial Services
New York
$3.83M -$272K -468 -7%
DWA
486
Dorsey Wright & Associates
California
$3.81M -$105K -180 -3%
EAM
487
EFG Asset Management
Oregon
$3.81M -$1.05M -1,801 -22%
NIM
488
NEOS Investment Management
Connecticut
$3.8M +$188K +323 +5%
P
489
Paradiem
Louisiana
$3.78M -$938K -1,614 -20%
HR
490
Howe & Rusling
New York
$3.77M +$59.3K +102 +2%
Mawer Investment Management
491
Mawer Investment Management
Alberta, Canada
$3.72M +$302K +519 +9%
PCM
492
Penserra Capital Management
California
$3.71M -$309K -532 -8%
AA
493
Apriem Advisors
California
$3.69M -$334K -575 -8%
BWM
494
BNC Wealth Management
Oregon
$3.68M +$8.72K +15 +0.2%
UBV
495
United Bank (Virginia)
Virginia
$3.67M -$1.82M -3,131 -33%
CB
496
Commerce Bank
Missouri
$3.67M -$51.7K -89 -1%
TI
497
Tidal Investments
Wisconsin
$3.63M -$742K -1,277 -17%
FFG
498
Fortem Financial Group
California
$3.61M -$264K -454 -7%
MWA
499
MFA Wealth Advisors
Pennsylvania
$3.55M +$536K +922 +18%
SFM
500
Systematic Financial Management
New Jersey
$3.53M +$122K +210 +4%